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First Trust SMID Cap Rising Dividend Achievers ETF

564 hedge funds and large institutions have $8.09B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 286 increasing their positions, 162 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 22

77% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 162

9% more capital invested

Capital invested by funds: $7.45B → $8.09B (+$636M)

6% more funds holding

Funds holding: 532564 (+32)

1.39% more ownership

Funds ownership: 78.98%80.37% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4141 (0)

64% less call options, than puts

Call options by funds: $674K | Put options by funds: $1.85M

Holders
564
Holders Change
+32
Holders Change %
+6.02%
% of All Funds
6.95%
Holding in Top 10
41
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
66
Increased
286
Reduced
162
Closed
22
Calls
$674K
Puts
$1.85M
Net Calls
-$1.18M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$981M -$866K -21,317 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$733M +$25.9M +637,135 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$604M +$49.5M +1,219,704 +9%
Wells Fargo
4
Wells Fargo
California
$498M +$7.48M +184,206 +1%
Bank of America
5
Bank of America
North Carolina
$373M +$22.9M +564,137 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$313M +$9.24M +227,423 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$263M +$13.1M +322,622 +5%
UBS Group
8
UBS Group
Switzerland
$248M -$26.5M -652,155 -9%
CIA
9
Capital Investment Advisors
Georgia
$180M +$8.1M +199,463 +5%
Stifel Financial
10
Stifel Financial
Missouri
$156M -$9.03M -222,431 -5%
HI
11
Harbour Investments
Wisconsin
$151M +$45.3M +1,114,597 +41%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$143M +$13.8M +339,326 +10%
PNC
13
Park National Corp
Ohio
$137M +$2.68M +66,100 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$136M -$4.04M -99,356 -3%
HighTower Advisors
15
HighTower Advisors
Illinois
$117M -$13.5M -331,828 -10%
Osaic Holdings
16
Osaic Holdings
Arizona
$111M +$383K +9,427 +0.3%
LI
17
LVZ Inc
Michigan
$105M -$5.31M -130,839 -5%
Truist Financial
18
Truist Financial
North Carolina
$105M +$8.1M +199,415 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$102M +$10.1M +247,455 +11%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$98.5M +$12.1M +298,886 +14%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$66.6M +$10.6M +260,356 +18%
KAS
22
Kestra Advisory Services
Texas
$65.4M +$3.54M +87,259 +6%
William Blair & Company
23
William Blair & Company
Illinois
$58.4M +$7.03M +173,007 +13%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$58.3M +$16.1M +396,268 +36%
PAG
25
Private Advisor Group
New Jersey
$57M +$3.4M +83,660 +6%